See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $194,392 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,411 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,353 | $2,679,533-96.0% | $164,813-34.9% | $199,593-46.2% |
| Participation rate | 95.6% | 78.3%+17.3pp | 78.6%+17.0pp | 72.0%+23.6pp |
| Annual return | 17.19% | 17.93%-0.7pp | 69.93%-52.7pp | 34.25%-17.1pp |
| Employer contribution / active EE | $4,717 | $2,970+58.8% | $4,341+8.7% | $3,034+55.5% |
| Participant deferral / active EE | $11,072 | $5,010+121.0% | $6,031+83.6% | $5,087+117.7% |
| Admin fee / account holder | $91 | $1,982-95.4% | $12,690-99.3% | $269-66.3% |